Financial Articles

Below please find a library of articles that Stone Wealth Management has written and featured in our newsletters. We hope you find these relevant to your financial planning efforts. If you'd like to learn more, please contact us today.

Charitable Giving, the Tax-Wise Way

November 16, 2020 Estate Planning Tax Strategies

Americans—especially the affluent—are some of the most charitable people in the world.[1] Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable tax benefits that could help both you and your favorite charities. Here’s how to size up the effectiveness of your giving—along with some strategies that could potentially put some real power behind your philanthropy.

2020 CARES Act Summary

September 22, 2020 Retirement Tax Strategies Market News

As many of you may have heard the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday March 27, 2020. This is a large bill, both in scope and in size; it provides total aid of about $2.2 trillion to jump start an economy that has been stalled by the COVID-19 pandemic. That’s a lot of zeroes, but there are also some big pluses in there for you, and we want to point out some of the most important highlights.